Kingswood Wealth Advisors LLC Raises Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Kingswood Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 41.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 30,140 shares of the exchange traded fund’s stock after purchasing an additional 8,774 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in iShares Core S&P Small-Cap ETF were worth $3,622,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 2.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 42,327,458 shares of the exchange traded fund’s stock worth $5,029,772,000 after purchasing an additional 1,024,536 shares in the last quarter. Jones Financial Companies Lllp grew its holdings in shares of iShares Core S&P Small-Cap ETF by 549.5% during the third quarter. Jones Financial Companies Lllp now owns 14,885,601 shares of the exchange traded fund’s stock worth $1,763,740,000 after purchasing an additional 12,593,909 shares in the last quarter. Ameriprise Financial Inc. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 2.1% during the second quarter. Ameriprise Financial Inc. now owns 5,507,552 shares of the exchange traded fund’s stock worth $601,837,000 after purchasing an additional 112,747 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in shares of iShares Core S&P Small-Cap ETF by 60.1% during the third quarter. JPMorgan Chase & Co. now owns 5,138,062 shares of the exchange traded fund’s stock worth $610,556,000 after purchasing an additional 1,928,405 shares in the last quarter. Finally, Truist Financial Corp grew its holdings in shares of iShares Core S&P Small-Cap ETF by 30.0% during the third quarter. Truist Financial Corp now owns 4,074,572 shares of the exchange traded fund’s stock worth $484,181,000 after purchasing an additional 941,459 shares in the last quarter. Hedge funds and other institutional investors own 66.92% of the company’s stock.

iShares Core S&P Small-Cap ETF Trading Up 0.4%

Shares of NYSEARCA IJR opened at $135.62 on Thursday. iShares Core S&P Small-Cap ETF has a 12 month low of $97.61 and a 12 month high of $137.29. The firm has a market capitalization of $100.82 billion, a price-to-earnings ratio of 16.52 and a beta of 1.02. The business has a 50-day moving average of $127.86 and a 200-day moving average of $124.19.

iShares Core S&P Small-Cap ETF Company Profile

iShares Core S&P Small-Cap ETF, formerly iShares S&P SmallCap 600 Index Fund, seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s SmallCap 600 Index (the Index). The Index measures the performance of publicly traded securities in the small-capitalization sector of the United States equity market. The Index serves as the underlying index for the S&P 600/Citigroup Growth and Value Index series. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares.